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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
226
Montz Harcus Wealth Management
Louisiana
$10.4M +$401K +9,166 +4%
NC
227
NovaPoint Capital
Georgia
$10.3M +$246K +5,620 +2%
AWM
228
AE Wealth Management
Kansas
$10.3M +$1.27M +29,031 +14%
NECFA
229
New England Capital Financial Advisors
Connecticut
$10.3M +$335K +7,671 +3%
PWM
230
Partnership Wealth Management
Maryland
$10.2M +$299K +6,833 +3%
WFP
231
Wrenne Financial Planning
Kentucky
$10M -$58.9K -1,349 -0.6%
GC
232
Grimes & Company
Massachusetts
$9.96M +$5.33K +122 +0.1%
SFS
233
Security Financial Services
Indiana
$9.89M +$277K +6,335 +3%
FU
234
Fairfield University
Connecticut
$9.83M -$3.27M -74,774 -25%
PC
235
Pecaut & Co
Iowa
$9.74M +$695K +15,897 +8%
FHA
236
Flagship Harbor Advisors
Massachusetts
$9.72M -$4.02M -91,907 -30%
TFA
237
TPG Financial Advisors
Oregon
$9.69M +$1.25M +28,531 +15%
MA
238
Mutual Advisors
Nebraska
$9.64M +$369K +8,446 +4%
CF
239
Collier Financial
Colorado
$9.62M -$415K -9,487 -4%
DWA
240
Delta Wealth Advisors
Indiana
$9.51M +$2.16M +49,409 +30%
TI
241
Truepoint Inc
Ohio
$9.49M -$113K -2,581 -1%
ICMP
242
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.44M +$454K +10,390 +5%
NS
243
NBC Securities
Alabama
$9.4M +$1.07M +24,408 +13%
LSL
244
Legacy Solutions LLC
Pennsylvania
$9.32M -$114K -2,611 -1%
FPCP
245
Fort Point Capital Partners
California
$9.27M +$259K +5,925 +3%
VBFP
246
Valtinson Bruner Financial Planning
Minnesota
$9.22M +$462K +10,575 +5%
XFP
247
Xena Financial Planning
Oregon
$9.21M +$9.06M +207,277 New
SW
248
Simplicity Wealth
New Jersey
$9.16M -$1.78M -40,833 -17%
BFA
249
Brown Financial Advisory
Alabama
$9.16M -$610K -13,965 -6%
OGF
250
Orin Green Financial
California
$9.05M +$17.4K +398 +0.2%
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